All Episodes

190: Legacy On the Line with Andrea Lustig

189: Take Back Control with Rickson Dsouza

188: Regret Minimization with Leonard Golub

187: AI Tax Preparation with Sai Dhanak

186: What's Your Client Experience?

185: Sketching Out Retirement with Jamie Hopkins

184: Elevating Your Practice with Eric Brotman

183: Private Placement Life Insurance with Michael Malloy

182: The Way Forward with Josh Tomeoni

181: Planning for Business Owners with Dustin Alexander

180: Financial Preparedness with Mike Branham

179: Financial Overwhelm with Jeff Condren

178: Your Perfect Portfolio with Cullen Roche

177: Generational Wealth with Antony Joffe

176: Money Together with Heather and Douglas Boneparth

175: Leaving a Legacy with Morgan Nichols

174: Engineering Your Finances with Stan Leong

173: Health As An Asset with Stevyn Guinnip

172: Your Money Relationship with Jonathan Steele

171: Your Money Story with Bill Cates

170: Retirement Income with Erik Brenner

169: Sustainable Investing with Carole Laible

167: Becoming an Investor with Robert Rolih

166: Green Capitalism with Jim Beach

165: Becoming a DecaMillionaire with Justin Goodbread

164: Finding a Financial Advisor with Lacy Garcia

163: Bringing Equity Onchain with Joris Delanoue

162: A Successful Exit with Nate Collins

161: Save Money on Property Taxes with Sam Sosa

160: Tokenizing Real Estate with Tyler Vinson

159: Simplifying Your Finances with Patrick Negado

158: Bonus Depreciation with Michael Uadiale

157: International Investing with Ryan Floyd

156: Understanding ESOPs with Kelly Finnell

155: Interest Rates and Closing Costs with Daniel Fischpan

154: Your Money Has a Job with Laura Rehbein

153: The Retirement Landscape with Greg King

152: Innovating Procrastinating: The Rise of Buy Now Pay Later

151: Should You Get Financial Advice From TikTok?

150: Focus on Probablies, Not Guarantees

149: The Buck Stops Here

148: It's Fun Making Money with Earl Yaokasin

147: Things to Do Before You're Filthy Rich

146: Self Directed IRAs with Adam Bergman

145: To Get Ahead Financially, Use Your Imagination

144: Behavioral Finance with Eric Mangold

143: Your Monthly Money Meeting

142: Manifesting Money and Riches with Pushkar Anand

141: Your Map to Financial Freedom

140: Cash Flow Management with Grant Gallagher

139: Total Lifetime Tax with Jonathan Bailey

138: How to Pay for College with Oscar Skjaerpe

137: Appearing VS Being Wealthy

136: Money and Mental Health with Dr. Erika Rasure

135: Tough Love and Money

134: Family Succession Planning with Jim Tucker

133: Prenup Agreements with Lisa Zeiderman

132: Total Return Investing with Kimberly Flynn

131: Focus on These Things to Become a Millionaire

130: Faith Based Investing with Deirdre Gibson

129: Why You Should(nt) Grow Up if You Want Financial Success

128: Go Without to Get Ahead

127: Unlimited Money with Jere Smith

126: Financial Advice for Army Veterans with Joshua Brooks

125: How to Make the Stock Market Irrelevant

124: Advisor Succession Planning with Gary Sinderbrand

123: Tariffs Tariffs Tariffs

122: Minimalist Money Habits

121: How to Save, Spend, and Think Rationally about Money

120: How to Overcome Financial Anxiety

119: How to Get Through Tough Financial Times

118: The Most Valuable Currency

117: The Secret (Weapon) to Financial Success

116: How to Profit from a Stock Market Crash

115: The Future Retirement Plan Advisor with Jania Stout

114: Don't Make a Down Payment

113: Being Fully Invested with Dann Ryan

112: Job Security

111: What's the Best Way to Invest?

110: Money Just Might Be the Root of All Evil

109: Health and Wealth with Jon Sabes

108: This Is For You

107: Are You Going to Be OK?

Managing Student Loans with Travis Hornsby

106: Vanguard and Basis Points

Disrupting Asset Management with Scott Mackillop

105: At What Cost with Nolan Bradford

Philanthropy in Your Community with Phil Cubeta

Checkbook Control Retirement Accounts with Bernard Reisz

107: Your Personal DOGE

106: Making a Plan with Ramin Abrams

105: All the President's Money with Megan Gorman

104: Happy Money with Jonathan Blau

103: Life Settlements with Rob Haynie

102: Getting What You Need with Elizabeth Husserl

101: Short Term Rentals with Avery Carl

100: Is the Government Wasting Money?

99: A Cash Flow Revolution with David Mozeika

98: Know Your Client with Jai Baker

97: Humanizing Personal Finance with David Steele

96: Board Management with Kevin White

95: AI and the Stock Market with Andrew Einhorn

94: Financial Literacy with Jeff Panik

93: How to Retire with Eric Brotman

92: The Sustainable Family Office with Scott Saslow

93: Stick to the Plan with Adam Koós

92: The Value of Time with Travis Freeman

91: Impact Investing with Tanaha Hairston

90: AI and Personal Finance with Gabe Rissman

89: Your Money Game with James Alexander

88: Business Exit Planning with Joe LoPresti

87: Time Freedom with Mark Anderson

86: Uplevelving Your Life and Money with Thomas Blottenberger

85: Faith and Finance with Ricky Grunden

84: Tax Mitigation Strategies with Mark Miller

83: Accessing Alternative Investments with Bob Elliott

82: Focus On What Matters with Mick Heyman

81: Taking Ownership with Chad Hufford

80: Finding Financial Independence

79: Wealth Building with Lane Kawaoka

78: Works Sucks. Or Does It?

77: Figuring it Out with Darla Bishop

76: Winter is Coming

75: Getting on the Same $ Page with Grant Gallagher

74: Don't Talk About It, Be About It

73: No Such Thing as a Free Lunch

72: Time In the Market with Scott Bondurant

68: Is Financial Success for You?

67: The Problem with ESG

66: Long Term Care Planning with Richard Backora

65: The Truth About Money

64: Creating a Financial Wellness Program

63: Your Relationship with Money with Landon Loveall

62: That's Not Fair

61: How Do You Identify?

60: Growing your Firm with Andrew Rosen

59: I Owe: Sacrifices and Investments

58: How to Develop Financial Confidence

57: Money Stress is Killing Me?

56: The Power of Money with Kyle George

55: It's the Economy, Stupid

54: Shared Sacrifices and Sanctuary Cities

53: The Federal Government is a Junkie

52: How to Have your Tomorrow Today

52: Should You Follow Your Dreams?

52: The Danger of Leaving Well Enough Alone

51: Should Companies Buy Single Family Homes?

50: How to Change Your Financial Future

48: Focus on What Matters with Peter Mallouk

47: Fiduciary Rule Conspiracy Theory

46: Financial What If's with Derek Mazzarella

45: Lifetime Income with Matt Wolniewicz

44: What's Your Number and Does it Matter?

43: The Fiduciary Rule with Stephen Kagawa

42: Better Investing with Gil Baumgarten

41: Money Advice for Young Adults

40: Inflationary Vibes

39: Having Tough Conversations with Tom Wall

38: Your Banking Relationship

37: Robinhood: Taking from Everyone

36: Finding Your North Star with Caleb Silver

35: Spare Me, Larry Fink

34: An Open Letter to Working Class Americans

33: Creating Value with Ben Hockema

32: Changes in Realtor Commissions

32: Avoiding Financial Scams

31: Better Financial Decisions with Jake Sadler

30: Should I Take a 401(k) Loan?

29: Consider the Source with Vince Shorb

28: Building Financial Confidence with Justin McCurdy

27: Tune Out the Noise: Focus On What Really Matters

26: The Problem of Instant Gratification with Lindsey Curry

25: Avoiding Financial Pitfalls with Paula Harris

24: Being Broke is the Worst: How to Knock it Off

23: Fear and Greed with Vance Barse

22: Total Return Indexing with Mark Hebner

21: How Do I Stop Receiving Credit Card Offers in the Mail?

20: Extended Care Planning with Kelly Augspurger

19: How Do You Feel About Money with Wendy Wright

18: Don't Give Up on Your Money Goals

17: Know Your Client with Frank Rekas

16: How Much is Enough with Peter Lazaroff

15: Better Financial Decisions with Brian Haney

16: Efficient and Optimal Investing with Mark Hebner

15: How Much is Enough with Spencer Sherman

14: Impact Investing with Chris Meyer

13: Life is a Journey Not a Destination with David Bahnsen

12: Concentrated Stock Positions with Matt Benson

11: Finding Your Trading Edge with Adrian Reid

10: Retirement Planning Is Hard

9: Financial Peace of Mind with Susan Washburn

6: At What Cost with James Bashall

3: Proactive Planning with Helen Stephens

5: It's Better to Give and Receive

4: Regret Minimization with Andy Baxley

3: Dave Ramsey is...

2: Take Things Head-On with Abbe Large

1: Welcome to the Aligned Money Show

Money and Happiness with Andrew Rosen

Car Insurance Shopping with Andrew Rose

Retiring with Confidence with Craig Kirsner

Managing Student Loans with Meagan Landress

Optimizing Financial Planning with Alex Chalekian

Being Financially Proactive with David Flores Wilson

Blockchain and Cryptocurrency with Brad Bulent

Retirement Income with Tom Hegna

401(k) Plans with JD Carlson

Living a Realistic Lifestyle with Sean Cooper

Evaluating Investment Opportunities with Charles Rotblut

Your Money Perspective with Jen Hemphill

Cash Flow Investing with Marco Santarelli

Advocacy and Literacy with Randy Bruns

Embracing Professional Help with Anjali Jariwala

Your Contribution with Michael Nathanson

Finding Meaning and Joy with Michael Nathanson

Patricia sklar

Credit Card Debt with Leslie Tayne

Your Financial Priorities with Adam Grossman

A Client Centric Approach with Michael Solari

Income and Wealth Inequality with Helaine Olen

Your Financial Road Map with Daphne Jordan

Financial Literacy that Works with Zach Teutsch

Focusing on Your Plan with Bill Parrott

Reducing Health Care Costs with Derek Rine

Thinking Long Term with Sara Stanich

Building Business Credit with Ty Crandall

Behavioral Investing with Daniel Crosby

Navigating Private Equity with Adam Coffey

Our National Debt with Romina Boccia

The 2020 Budget Deficit with Romina Boccia

No Fee ETFs with Todd Rosenbluth

Understanding Your 401(k) with Jeanne Fisher

Negotiating Rent with Justin Pogue

Planning for Educators with Breanna Reish

tim bratz 1

216: Create featuring Tim Bratz

Business Succession with Justin Goodbread

Buying On Terms with Chris Prefontaine

Inspiring Action with James Matthews

Investing in Alternatives with Eric Satz

Money and Reality with Robert Fragasso

Wealth and Abundance with Reshell Smith

Money and Time with Miranda Marquit

Commitment and Community with Kara Pérez

Alternative Investments with Craig Cecilio

Managing Debt with Jordan Goodman

Debt Elimination with Deacon Hayes

Embracing Fundamental and Technical Analysis with Andrew Thrasher

Money and Perspective with Lorraine Ell

Self-Banking with Mark Willis

What Makes a Good Investor with Dan Kern

Book Club featuring Morgen Rochard

Rules Based Investing with Hunter Irby

Giving Purpose to Money with Morgen Rochard

Book Club with Brian Portnoy

More vs Enough with Brian Portnoy

The Estate Planning Process with Dave Lenok

Money and Contentment with Brian Portnoy

Being a Better Benefits Consumer with Kassi O’Brien

Simplifying Investing with Rick Ferri

Sticking to the Formula with Buck Joffrey

Pro Bono Planning with Jon Dauphiné

Amazon’s Taxes with Kelly Erb

Knowing Your Financial Language with Tarra Jackson

Becoming a Successful Trader with Steve Burns

Understanding Tax Reform with Kelly Erb

Understanding Medicare with Danielle Roberts

First Generation Wealth with Rianka Dorsainvil

Understanding Medicare with Danielle Roberts

Maximizing Your 401(k) with Aaron Pottichen

Goals Based Planning with Tyrone Ross Jr.

The Fallacy of Buy and Hold with Lance Roberts

Crypto Assets In Real Life with Tim Picciott

Financial Happiness with Jonathan Clements

Book Club with Jonathan Clements

Small Changes Big Results with Victoria Bogner

Constructing a Portfolio of ETFs with Nate Geraci

Caring for the Uninsured with Shane Foss

Money and Choice with Kimberly Foss

Book Club with Kimberly Foss

Effective Financial Literacy with Pamela Capalad

Cash Flow and Land Investing with Jack Bosch

The Future of Crypto Assets with Kevin Kelly

priya malani

paul curley

dan egan

patrina dixon

jay beattey 2

bob bacarella

mansi singhal

jay beattey 1

pat sweeny

mark kantrowitz

aja mcclanahan

tiffany mcghee

fritz gilbert

damion lupo 2

dusty granet

levar haffoney

damion lupo 1

andrea woroch 1

andrea woroch 2

ian hoffman

larry sprung 1

larry sprung 2

barbara taylor

scott buffington

nic firzli

morgan hawes

megan gorman

nina o’neal

steve pitchford

russ thornton

ryan kirlin

robert seawright

noah rosenfarb

tom jacobs 1

tom jacobs 2

ara oghoorian

peter hug

paul cronin

matt goren

travis hornsby 1

mike weintraub

rita cheng

kirk chisholm

scott ward

ross menke

david lau

harris nydick 3

Harris nydick 1

harris nydick 2

jim koch

ericka young

brad sherman

gerri detweiler 2

derek lawson

craig adamson

gerri detweiler 1

ary rosenbaum

mike lonier

jasmine birtles

chris carosa 2

eric roberge

billy latner

chris carosa 1

simone craig

jessica garbarino

rick kahler

rick kahler 2

joseph hogue

liza hanks

shervin eftekhari

diane pearson

greg lewin 2

ilyce glink

greg lewin

larry swedroe

larry swedroe 2

cameron huddleston 1

cameron huddleston 2

james watkins

jeff bernier

mabel nunez

peter huminski

jim katzaman

barry flagg 4

barry flagg 3

barry flagg 2

lauryn williams

barry flagg 1

kate dore

cady north 1

cady north 2

niv persaud

shanah bell 3

shanah bell 2

shanah bell 1

jamie hopkins

rick unser 2

Michael Kay

rick unser 1

paul merriman 2

gina young

paul merriman

matt wolniewicz

mark melin

greg sullivan

alice whinnery

don graves 2

peter kelly

Don Graves 1

tony isola

dominique broadway

marv feldman

beau henderson

carolyn mcclanahan

peter lazaroff 3

Peter lazaroff 1

peter lazaroff 2

jeffrey levine

jackie beck

david donaldson

sam renick

michael angelucci

eric rosenberg

brian north

john buerger

derek kaczmarek

katie flynn

Rodney Brooks

bobbi rebell

Travis Parry

Mark Podolsky

Barbara Friedberg 2

Sophia Bera

Barbara Friedberg 1

Jennifer Kenning 1

jennifer kenning 2

Charlie Epstein

marc glickman

Dana Anspach

Matt Carey

chance butler

John Waggoner

Cary Carbonaro

with Peter Dunn

Jeffrey Snyder 2

Jeffrey Snyder 1

with Danetha Doe

Getting Ready for Retirement with Richard Eisenberg

Tax Law Changes with Shauna Wekherlien

Stimulus Programs with Shauna Wekherlien

Investor Behavior with Victor Ricciardi